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Evercore Starts Coverage of Credo With $325 Price Target

The firm frames Credo as a core supplier of short‑reach copper cables that can expand into optical links to serve growing AI data centers.

Figma Posts Clear AI-Driven Revenue Gains as Shares Stay Deeply Discounted

Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

POET Secures $50M Lumilens Anchor Order and $400M Premium Financing to Fund Scale‑Up

Broadcom Beats Q2 but Guides Lower on AI Margins and Triggers Sharp Market Sell-Off

Micron Tops $1 Trillion as Analysts Raise Targets and Flag Risks

CrowdStrike Stock Slips After Strong Quarter as Mythos-Driven Demand Faces a Revenue Lag

Supabase Raises $500 Million at $10.5 Billion Valuation

Cisco Repositions Around AI Infrastructure and Integrated Security

Humanoid Robots Draw Big Investor Bets as Banks Forecast Rapid Market Expansion

Nvidia Unveils RTX Spark, an ARM SoC for Windows Laptops

Mizuho Lifts Targets on Micron, SanDisk and Tech Peers Citing Surging AI Memory Demand

CoreWeave Faces Insider Selloff as It Funds Massive AI Data-Center Buildout

Corgi Doubles Valuation to $2.6 Billion After $106M Series B1

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

Astera Labs Stock Surges After Record Quarter and Evercore Upgrade

Workday Rallies After Q1 Beat as AI Agent Adoptio n Boosts Contracts

ServiceNow Recasts Itself as Orchestrator for Autonomous AI Agents

CrowdStrike Hits New Highs as Wall Street Splits Between $700 Bull Case and Fresh Sell Call

Canva Launches Connected App for Google Gemini, Bringing Editable, On‑Brand Design Into Chat